Wealthspire Advisors (New York)’s SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
37,973
-9,604
| -20% | -$934K | 0.02% | 190 |
|
|
2025
Q1 | $4.53M | Sell |
47,577
-2,466
| -5% | -$235K | 0.03% | 167 |
|
|
2024
Q4 | $4.78M | Sell |
50,043
-12,222
| -20% | -$1.17M | 0.05% | 148 |
|
|
2024
Q3 | $6.09M | Buy |
62,265
+56,339
| +951% | +$5.51M | 0.06% | 136 |
|
|
2024
Q2 | $559K | Sell |
5,926
-413
| -7% | -$38.9K | 0.01% | 409 |
|
|
2024
Q1 | $603K | Sell |
6,339
-4,537
| -42% | -$432K | 0.01% | 393 |
|
|
2023
Q4 | $1.03M | Sell |
10,876
-4,263
| -28% | -$404K | 0.01% | 304 |
|
|
2023
Q3 | $1.37M | Sell |
15,139
-2,054
| -12% | -$186K | 0.02% | 224 |
|
|
2023
Q2 | $1.58M | Sell |
17,193
-655
| -4% | -$60.3K | 0.03% | 175 |
|
|
2023
Q1 | $1.66M | Sell |
17,848
-2,344
| -12% | -$218K | 0.03% | 174 |
|
|
2022
Q4 | $1.82M | Sell |
20,192
-7,242
| -26% | -$652K | 0.03% | 165 |
|
|
2022
Q3 | $2.41M | Buy |
27,434
+23,812
| +657% | +$2.09M | 0.05% | 129 |
|
|
2022
Q2 | $329K | Sell |
3,622
-224
| -6% | -$20.3K | 0.01% | 379 |
|
|
2022
Q1 | $394K | Buy |
3,846
+341
| +10% | +$34.9K | 0.01% | 311 |
|
|
2021
Q4 | $381K | Buy |
3,505
+175
| +5% | +$19K | 0.01% | 369 |
|
|
2021
Q3 | $364K | Sell |
3,330
-26
| -0.8% | -$2.84K | 0.01% | 423 |
|
|
2021
Q2 | $369K | Buy |
3,356
+78
| +2% | +$8.58K | 0.01% | 264 |
|
|
2021
Q1 | $357K | Buy |
3,278
+281
| +9% | +$30.6K | 0.01% | 499 |
|
|
2020
Q4 | $326K | Buy |
2,997
+146
| +5% | +$15.9K | 0.01% | 415 |
|
|
2020
Q3 | $297K | Buy |
2,851
+222
| +8% | +$23.1K | 0.02% | 239 |
|
|
2020
Q2 | $266K | Buy |
2,629
+363
| +16% | +$36.7K | 0.02% | 222 |
|
|
2020
Q1 | $215K | Sell |
2,266
-906
| -29% | -$86K | 0.01% | 467 |
|
|
2019
Q4 | $347K | Buy |
3,172
+319
| +11% | +$34.9K | 0.03% | 130 |
|
|
2019
Q3 | $310K | Buy |
2,853
+337
| +13% | +$36.6K | 0.03% | 114 |
|
|
2019
Q2 | $274K | Buy |
2,516
+219
| +10% | +$23.9K | 0.02% | 77 |
|
|
2019
Q1 | $248K | Buy |
2,297
+116
| +5% | +$12.5K | 0.02% | 39 |
|
|
2018
Q4 | $220K | Buy |
+2,181
| New | +$220K | 0.02% | 64 |
|